--- title: "Relate integrations and MCP server - APIANT.ai" description: "Connect Relate to any other app, or use it from your AI client over MCP. Relate is a simple collaborative sales and CRM software." canonical: "https://apiant.ai/connections/relate" --- # Relate integrations Connect Relate to any other app, or use it from your AI client over MCP. Relate is a simple collaborative sales and CRM software. Connects with an API key [relate.so](https://relate.so/) **6** triggers **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Relate? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Grok Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Popular ## Relate with the apps people pair it with most - [ **HubSpot to Relate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-relate) - [ **Relate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/relate-to-salesforce) - [ **Relate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/relate-to-slack) - [ **Google Sheets to Relate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-relate) - [ **Gmail to Relate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-relate) - [ **Google Calendar to Relate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-relate) - [ **Google Drive to Relate** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-relate) - [ **Mailchimp to Relate** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-relate) Pair it ## Connect Relate with another app - [ **HubSpot to Relate**](https://apiant.ai/connect/hubspot-to-relate) - [ **Relate to Salesforce**](https://apiant.ai/connect/relate-to-salesforce) - [ **Relate to Slack**](https://apiant.ai/connect/relate-to-slack) - [ **Google Sheets to Relate**](https://apiant.ai/connect/google-sheets-to-relate) - [ **Gmail to Relate**](https://apiant.ai/connect/gmail-to-relate) - [ **Google Calendar to Relate**](https://apiant.ai/connect/google-calendar-to-relate) - [ **Google Drive to Relate**](https://apiant.ai/connect/google-drive-to-relate) - [ **Mailchimp to Relate**](https://apiant.ai/connect/mailchimp-to-relate) - [ **Relate to Stripe**](https://apiant.ai/connect/relate-to-stripe) - [ **Relate to Shopify**](https://apiant.ai/connect/relate-to-shopify) - [ **QuickBooks Online to Relate**](https://apiant.ai/connect/quickbooks-online-to-relate) - [ **Pipedrive to Relate**](https://apiant.ai/connect/pipedrive-to-relate) - [ **ActiveCampaign to Relate**](https://apiant.ai/connect/activecampaign-to-relate) - [ **Notion to Relate**](https://apiant.ai/connect/notion-to-relate) - [ **Airtable to Relate**](https://apiant.ai/connect/airtable-to-relate) - [ **Relate to Trello**](https://apiant.ai/connect/relate-to-trello) - [ **Asana to Relate**](https://apiant.ai/connect/asana-to-relate) - [ **JIRA to Relate**](https://apiant.ai/connect/jira-to-relate) - [ **ClickUp to Relate**](https://apiant.ai/connect/clickup-to-relate) - [ **Relate to Zoom**](https://apiant.ai/connect/relate-to-zoom) - [ **Discord to Relate**](https://apiant.ai/connect/discord-to-relate) - [ **Relate to Twilio**](https://apiant.ai/connect/relate-to-twilio) - [ **Relate to SendGrid**](https://apiant.ai/connect/relate-to-sendgrid) - [ **Outlook to Relate**](https://apiant.ai/connect/outlook-to-relate) - [ **Intercom to Relate**](https://apiant.ai/connect/intercom-to-relate) - [ **Freshdesk to Relate**](https://apiant.ai/connect/freshdesk-to-relate) - [ **Klaviyo to Relate**](https://apiant.ai/connect/klaviyo-to-relate) - [ **Brevo to Relate**](https://apiant.ai/connect/brevo-to-relate) - [ **Relate to Typeform**](https://apiant.ai/connect/relate-to-typeform) - [ **JotForm to Relate**](https://apiant.ai/connect/jotform-to-relate) - [ **Calendly to Relate**](https://apiant.ai/connect/calendly-to-relate) - [ **PandaDoc to Relate**](https://apiant.ai/connect/pandadoc-to-relate) - [ **Relate to Webflow**](https://apiant.ai/connect/relate-to-webflow) - [ **Relate to Wix**](https://apiant.ai/connect/relate-to-wix) - [ **Relate to LinkedIn**](https://apiant.ai/connect/relate-to-linkedin) - [ **Relate to Facebook**](https://apiant.ai/connect/relate-to-facebook) - [ **Instagram to Relate**](https://apiant.ai/connect/instagram-to-relate) - [ **OpenAI to Relate**](https://apiant.ai/connect/openai-to-relate) - [ **Relate to Anthropic**](https://apiant.ai/connect/relate-to-anthropic) - [ **OneDrive to Relate**](https://apiant.ai/connect/onedrive-to-relate) - [ **Google Docs to Relate**](https://apiant.ai/connect/google-docs-to-relate) - [ **Ontraport to Relate**](https://apiant.ai/connect/ontraport-to-relate) - [ **Freshworks CRM to Relate**](https://apiant.ai/connect/freshworks-crm-to-relate) - [ **GoHighLevel to Relate**](https://apiant.ai/connect/gohighlevel-to-relate) - [ **Capsule CRM to Relate**](https://apiant.ai/connect/capsule-crm-to-relate) - [ **Copper to Relate**](https://apiant.ai/connect/copper-to-relate) - [ **Relate to Streak**](https://apiant.ai/connect/relate-to-streak) - [ **NetHunt CRM to Relate**](https://apiant.ai/connect/nethunt-crm-to-relate) - [ **MINDBODY to Relate**](https://apiant.ai/connect/mindbody-to-relate) - [ **Relate to Supabase**](https://apiant.ai/connect/relate-to-supabase) - [ **PostgreSQL to Relate**](https://apiant.ai/connect/postgresql-to-relate) - [ **MySQL to Relate**](https://apiant.ai/connect/mysql-to-relate) - [ **Relate to Vercel**](https://apiant.ai/connect/relate-to-vercel) - [ **Relate to ElevenLabs**](https://apiant.ai/connect/relate-to-elevenlabs) - [ **PagerDuty to Relate**](https://apiant.ai/connect/pagerduty-to-relate) - [ **Relate to Pushover**](https://apiant.ai/connect/relate-to-pushover) - [ **Gravity Forms to Relate**](https://apiant.ai/connect/gravity-forms-to-relate) - [ **HubSpot Enterprise to Relate**](https://apiant.ai/connect/hubspot-enterprise-to-relate) - [ **Google Forms to Relate**](https://apiant.ai/connect/google-forms-to-relate) - [ **Facebook Lead Ads to Relate**](https://apiant.ai/connect/facebook-lead-ads-to-relate) What your agent can do with Relate ## Triggers and actions 6 triggers · 16 actions - Trigger **Contact Created** Triggers when a new contact is added in Relate. - Trigger **Entry Created** Triggers when a new entry is added to a Relate list or process. - Trigger **Entry Updated** Triggers when an entry in a Relate list or process is added or changed. - Trigger **New Recorded Meeting** Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear). - Trigger **Note Created** Triggers when a new note is added in Relate. - Trigger **Organization Created** Triggers when a new organization is added in Relate. - Action **Create Contact** Creates a contact in Relate from a first name and/or email address, optionally linked to an organization. - Action **Create Note** Creates a note on an organization in Relate, optionally linked to a deal. - Action **Create Organization** Creates an organization in Relate from a name and/or website domain. - Action **Delete Contact** Deletes a Relate contact. - Action **Delete Note** Deletes a note in Relate. - Action **Delete Organization** Deletes a Relate organization. - Action **Find Contact** Finds a contact in Relate by email address or phone number and returns the first match. - Action **Find Entry From Organization Process** Finds an organization's entry in a Relate process by organization ID. - Action **Find Note** Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own. - Action **Find Organization** Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own. - Action **Get Contact** Returns one Relate contact by its ID. - Action **Get Organization** Returns one Relate organization by its ID. - Action **Get Recording** Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done). - Action **Update Contact** Updates a Relate contact's name or email addresses. - Action **Update Note** Updates a note's text or linked deal in Relate. - Action **Update Organization** Updates a Relate organization's name or domains. Reviews ## What our customers say Questions ## Relate, answered ### ### Is there a Relate MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Relate. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Relate actions on demand, or have APIANT build, test and run automations that use Relate. Nothing to install. ### ### What can start an automation from Relate? Any of Relate's 6 triggers in the catalog, including Contact Created, Entry Created, Entry Updated and New Recorded Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Relate? Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Relate directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Relate two ways. Ask it to do something in Relate once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Relate API? No. APIANT connects to the Relate API for you, with your Relate API key. Describe what you want in plain language and your agent builds it on the Relate triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Relate API documentation and adds it. ### ### Which apps can Relate connect to? Any app in the catalog; the list on this page pairs Relate with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.